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Morningstar ETF Investor Newsletter (first 11 issues – PDFs)

Morningstar ETF Investor

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Morningstar ETFInvestor Newsletter A rational approach to asset allocation
Morningstar ETFInvestor scans the globe for promising investment opportunities. Editor Alex Bryan and Morningstar’s team of ETF analysts highlight insightful academic and practitioner research and serve up actionable investment ideas to put those insights into practice.

What You’ll Get Performance About the Editor Monthly Issues
Every issue contains our editor’s analysis of ETF Investor’s model portfolios, commentary and research on the investment issues of the day, and performance updates on our ETF coverage universe. In addition, Morningstar’s deep analyst bench will provide detailed analysis of individual exchange-traded funds and market segments.
Our Strategy in Action
ETFInvestor takes a long view, casting our analysis back many decades and over many different countries, and seeks to understand drivers of excess returns that have existed in those varied environments. One of the universal results is that high-yielding assets outperform over the long haul, but not at all times and all environments.

Our editor applies this strategy in ETF Investor’s model portfolios.

The Basic Portfolio harnesses the market’s collective wisdom with ultra-low-cost funds and is the baseline portfolio against which the three other portfolios will be compared.

The Defensive Portfolio aims to provide lower volatility, better downside protection, and better risk-adjusted performance than the basic portfolio over the long-term.

The Factor Portfolio is designed to earn higher returns than the basic portfolio over the long-term.

The Income Portfolio attempts to earn a higher distribution yield than the basic portfolio, without taking a lot more risk.

ETFInvestor Online
Track the performance of the model portfolios, access analyst reports on ETFs, screen the entire ETF universe, and download the last 12 issues of the publication.

About the Editor: Alex Bryan, CFA,
Editor, Morningstar ETFInvestor Alex Bryan, CFA, is director of passive strategies for North America at Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Before assuming his current role in 2016, Bryan spent four years as a manager analyst covering equity strategies. Previously, he was a project manager and senior data analyst in Morningstar’s Data department. He joined Morningstar in 2008 as an inside sales consultant for Morningstar Office.
Bryan holds a bachelor’s degree in economics and finance from Washington University in St. Louis, where he graduated magna cum laude, and a master’s degree in business administration, with high honors, from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation. In 2016, Bryan was named a Rising Star at the 23rd Annual Mutual Fund Industry Awards.


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